Does your portfolio have any of the below issues?

  • A scattered portfolio with too many schemes

  • Portfolio returns below average market returns

  • The portfolio is unattended for a long period

  • Need a neutral advice

  • You do not have an advisor

  • You want to allocate fresh money

  • An event, which requires realignment of your portfolio

If the answer is yes, then fill out the below to unlock peace of mind.

How do I get my CAS PDF?

You can get your CAS generated via CDSL, NSDL, AMFI, or CAMS. For explanation purposes, we are considering CAMS as an example.

  • We will now direct you to the secure website of CAMS from where you can generate a statement. Click Here
    (Refer the sample landing page below)

  • In the options there, select 'Detailed Statement', 'Specific Period' and enter the 'to and from date'.

  • Fill in you registered email ID and give a password to open the PDF document. Once you enter this, a PDF will be emailed to you.
    (Please note that only the investments in which your email ID is registered, will be part of the CAS statement)

  • Get the PDF from your inbox, and come back here to upload it on the above place.

  • If you already have a CAS statement, upload the same in the above place and ignore the steps mentioned.